+183.8%
VXUS vs AFL
+484.9%
-301.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.9% |
| 7D | +1.0% | +0.6% | +0.4% | +0.8% |
| 30D | +2.2% | -6.2% | +8.4% | +4.9% |
| 3M | +3.0% | +2.2% | +0.8% | +1.5% |
| 6M | +10.7% | +5.3% | +5.4% | +7.4% |
| YTD | +17.8% | +8.0% | +9.9% | +12.9% |
| 1Y | +27.6% | +10.2% | +17.3% | +20.8% |
| 3Y | +73.3% | +67.1% | +6.2% | +33.0% |
| 5Y | +54.3% | +135.6% | -81.3% | -0.7% |
| 10Y | +149.8% | +299.4% | -149.5% | +15.1% |
| All | +183.8% | +484.9% | -301.1% | -4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AFL.
Daily Out/Under-Performance
Portfolio return minus AFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AFL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling